Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) Q3 Earnings Lag Estimates

Core Insights - Full Truck Alliance Co. Ltd. reported quarterly earnings of $0.13 per share, missing the Zacks Consensus Estimate of $0.14 per share, and down from $0.17 per share a year ago, representing an earnings surprise of -7.14% [1] - The company posted revenues of $471.73 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 7.60% and up from $431.97 million year-over-year [2] - Full Truck Alliance shares have increased by approximately 13.9% since the beginning of the year, compared to the S&P 500's gain of 14.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $384.48 million, and for the current fiscal year, it is $0.65 on revenues of $1.65 billion [7] - The estimate revisions trend for Full Truck Alliance was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Technology Services industry, to which Full Truck Alliance belongs, is currently ranked in the top 31% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Another company in the same industry, GDS Holdings, is expected to report a quarterly loss of $0.06 per share, reflecting a year-over-year change of +62.5%, with revenues anticipated to be $403.99 million, down 4.4% from the previous year [9][10]